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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,706 | $78,636-40.6% | $105,607-55.8% | $74,459-37.3% |
| Participation rate | 64.1% | 72.8%-8.6pp | 75.3%-11.2pp | 67.2%-3.1pp |
| Annual return | 15.98% | 15.96%0pp | 116.11%-100.1pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $1,618 | $2,523-35.9% | $3,167-48.9% | $2,626-38.4% |
| Participant deferral / active EE | $1,792 | $4,322-58.5% | $5,011-64.2% | $4,350-58.8% |
| Admin fee / account holder | $852 | $2,220-61.6% | $10,958-92.2% | $1,945-56.2% |